Montchanin Asset Management LLC Buys New Position in Thermo Fisher Scientific Inc. $TMO

Montchanin Asset Management LLC purchased a new position in Thermo Fisher Scientific Inc. (NYSE:TMO) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,476 shares of the medical research company’s stock, valued at approximately $725,000. Thermo Fisher Scientific comprises 0.7% of Montchanin Asset Management LLC’s investment portfolio, making the stock its 27th largest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in TMO. Legacy Wealth Managment LLC ID raised its stake in Thermo Fisher Scientific by 78.6% during the first quarter. Legacy Wealth Managment LLC ID now owns 50 shares of the medical research company’s stock worth $25,000 after acquiring an additional 22 shares in the last quarter. High Note Wealth LLC raised its stake in shares of Thermo Fisher Scientific by 170.6% in the fourth quarter. High Note Wealth LLC now owns 46 shares of the medical research company’s stock worth $27,000 after acquiring an additional 29 shares during the last quarter. Swiss RE Ltd. acquired a new stake in Thermo Fisher Scientific in the fourth quarter worth about $28,000. JPL Wealth Management LLC bought a new position in shares of Thermo Fisher Scientific in the 3rd quarter worth $28,000. Finally, MBM Wealth Consultants LLC bought a new stake in Thermo Fisher Scientific in the first quarter valued at about $29,000. Institutional investors own 89.23% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on TMO. Jefferies Financial Group reiterated a “buy” rating and issued a $630.00 target price on shares of Thermo Fisher Scientific in a report on Thursday, July 23rd. HSBC downgraded Thermo Fisher Scientific from a “buy” rating to a “hold” rating and lowered their price target for the stock from $670.00 to $540.00 in a report on Wednesday, June 3rd. Evercore set a $570.00 price objective on Thermo Fisher Scientific in a research report on Monday, July 6th. Wolfe Research initiated coverage on shares of Thermo Fisher Scientific in a report on Tuesday, June 2nd. They set an “outperform” rating and a $535.00 target price on the stock. Finally, Wall Street Zen raised shares of Thermo Fisher Scientific from a “hold” rating to a “buy” rating in a research note on Saturday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $617.14.

Thermo Fisher Scientific Stock Performance

Shares of TMO stock opened at $575.20 on Friday. The firm has a market cap of $213.75 billion, a PE ratio of 30.94, a P/E/G ratio of 2.35 and a beta of 0.87. Thermo Fisher Scientific Inc. has a 12 month low of $435.27 and a 12 month high of $643.99. The company’s fifty day simple moving average is $506.51 and its 200-day simple moving average is $512.00. The company has a quick ratio of 1.18, a current ratio of 1.55 and a debt-to-equity ratio of 0.74.

Thermo Fisher Scientific (NYSE:TMO) last issued its quarterly earnings results on Thursday, July 23rd. The medical research company reported $6.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.71 by $0.32. Thermo Fisher Scientific had a net margin of 15.04% and a return on equity of 17.09%. The firm had revenue of $11.99 billion for the quarter, compared to analyst estimates of $11.71 billion. During the same period in the previous year, the business earned $4.28 EPS. The company’s revenue was up 10.5% compared to the same quarter last year. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Equities research analysts expect that Thermo Fisher Scientific Inc. will post 25.12 EPS for the current fiscal year.

Thermo Fisher Scientific Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Tuesday, September 15th will be given a $0.47 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.3%. Thermo Fisher Scientific’s payout ratio is currently 10.11%.

Insider Transactions at Thermo Fisher Scientific

In other Thermo Fisher Scientific news, COO Gianluca Pettiti sold 400 shares of the firm’s stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $565.00, for a total value of $226,000.00. Following the completion of the transaction, the chief operating officer directly owned 24,651 shares in the company, valued at $13,927,815. This trade represents a 1.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.33% of the company’s stock.

Key Headlines Impacting Thermo Fisher Scientific

Here are the key news stories impacting Thermo Fisher Scientific this week:

• Positive Sentiment: Q2 earnings beat expectations: Thermo Fisher reported adjusted EPS of $6.03 versus the $5.71 analyst consensus, while revenue increased 10.5% year over year to $11.99 billion, above the $11.71 billion forecast. Management cited broad-based momentum across pharmaceutical, biotechnology, industrial and diagnostics markets. The Top 5 Analyst Questions From Thermo Fisher’s Q2 Earnings Call
• Positive Sentiment: Growth initiatives are gaining attention: Expansion in bioproduction, high-end instruments, AI-powered software and clinical-data capabilities could support long-term growth as pharmaceutical and biotech activity improves. Recent regulatory clearances across the diagnostics portfolio also strengthen the company’s product offering. How Thermo Fisher Is Riding Bioproduction and AI-Led Growth Trends
• Positive Sentiment: Analyst estimates and sentiment remain supportive: Erste Group raised its FY2026 EPS estimate to $25.12 from $24.85 and its FY2027 estimate to $27.43 from $27.19. Brokerages collectively maintain a “Moderate Buy” recommendation, and one analysis estimates TMO is approximately 2% undervalued following the earnings beat. Thermo Fisher Receives Consensus Recommendation of Moderate Buy
• Neutral Sentiment: Strong recent performance raises the bar: TMO’s reported 30-day share-price return of 15.04% and 90-day return of 22.92% reflect optimism already priced into the stock, increasing the importance of further earnings delivery.
• Negative Sentiment: Competition and execution remain risks: Thermo Fisher’s AI, bioproduction and clinical-data investments offer growth opportunities, but intensifying competition means delays or weaker-than-expected adoption could pressure future results and the premium valuation.

Thermo Fisher Scientific Profile

Thermo Fisher Scientific (NYSE: TMO) is a global provider of scientific instrumentation, reagents and consumables, software, and services that support research, clinical, and industrial laboratories. The company supplies analytical instruments and laboratory equipment, life sciences reagents and kits, specialty diagnostics, and a broad range of consumables used by researchers, clinicians, and manufacturers. Its offerings also include laboratory information management and data-analysis software, as well as service solutions such as instrument maintenance, validation, and logistics that help customers run complex workflows efficiently.

Thermo Fisher operates through multiple business areas that broadly cover life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services, including contract development and manufacturing for pharmaceutical and biotechnology companies.